13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001054554
申報總市值
US$17.7億
US$17.7億
181 檔
34.6%
截至 Q1 2026 季度末，Oak Ridge Investments LLC 的美股持倉估值約為 US$17.7億，全數申報部位共有 181 檔。
在 Q1 2026，Oak Ridge Investments LLC 操作展現出積極擴展與加碼意向。本季共新建倉 21 個新部位，並對 99 個既有持股進行加碼（合計增持 120 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, MSFT）占據了總市值的 34.6%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 12.10% | -0.43% | +0.54% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 10.02% | -4.17% | +0.70% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 8.57% | -5.34% | -1.03% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.89% | +3.31% | +0.42% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.81% | -3.42% | -0.96% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 4.67% | +0.09% | -1.01% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.02% | +0.34% | +0.56% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.84% | -0.67% | -0.59% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 2.29% | +0.60% | +4.72% | |
| 10 | KLAC | Kla CORP | 股票-科技 | 1.80% | +0.23% | +6.43% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.73% | -0.11% | -1.91% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.55% | +0.13% | +3.09% | |
| 13 | NFLX | Netflix Inc | 股票-通訊服務 | 1.54% | -1.49% | +0.73% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.47% | -0.30% | +1.18% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 1.40% | -0.20% | +0.48% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.13% | -1.13% | EXIT | |
| 17 | GEV | GE Vernova Inc | 股票-工業 | 1.11% | +0.20% | +1.12% | |
| 18 | CLS | Celestica Inc | 股票-科技 | 1.02% | -0.29% | +3.19% | |
| 19 | ECL | Ecolab Inc | 股票-原物料 | 0.99% | -0.99% | EXIT | |
| 20 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.89% | -0.03% | +0.50% | |
| 21 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.87% | -0.30% | +0.43% | |
| 22 | PWR | Quanta Services Inc | 股票-工業 | 0.84% | +0.05% | +0.66% | |
| 23 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.80% | -0.19% | -3.93% | |
| 24 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.77% | +0.28% | +0.16% | |
| 25 | SYK | Stryker CORP | 股票-醫療保健 | 0.74% | -0.14% | +1.03% | |
| 26 | BTSG | Brightspring Health Services | 股票-其他 | 0.73% | +0.31% | +2.89% | |
| 27 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.72% | +0.47% | +1030.41% | |
| 28 | UBER | Uber Technologies Inc | 股票-工業 | 0.68% | -0.68% | EXIT | |
| 29 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.67% | +0.44% | +0.77% | |
| 30 | COHR | Coherent CORP | 股票-科技 | 0.67% | +0.27% | +5.31% | |
| 31 | AZN | AstraZeneca PLC | 股票-醫療保健 | 0.65% | -0.59% | — | |
| 32 | CAT | Caterpillar Inc | 股票-工業 | 0.64% | +0.61% | — | |
| 33 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.61% | -0.16% | +0.77% | |
| 34 | ADI | Analog Devices Inc | 股票-科技 | 0.60% | +0.04% | +3043.67% | |
| 35 | VIAV | Viavi Solutions Inc | 股票-科技 | 0.59% | +0.19% | -10.22% | |
| 36 | APP | Applovin Corp-class A | 股票-科技 | 0.53% | +0.05% | +5.71% | |
| 37 | INTU | Intuit Inc | 股票-科技 | 0.49% | -0.49% | EXIT | |
| 38 | EXLS | Exlservice Holdings Inc | 股票-科技 | 0.48% | -0.48% | EXIT | |
| 39 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.47% | +0.03% | -0.60% | |
| 40 | AXON | Axon Enterprise Inc | 股票-工業 | 0.46% | +0.06% | +0.98% | |
| 41 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.46% | -0.44% | +0.16% | |
| 42 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 0.39% | -0.13% | +0.92% | |
| 43 | KLIC | Kulicke & Soffa Industries | 股票-科技 | 0.37% | +0.40% | — | |
| 44 | ROAD | Construction Partners Inc-a | 股票-工業 | 0.36% | -0.02% | +1.12% | |
| 45 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.35% | -0.35% | EXIT | |
| 46 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.34% | +0.31% | +5.20% | |
| 47 | ECG | Everus Construction Group | 股票-工業 | 0.34% | +0.07% | +1.14% | |
| 48 | TDG | Transdigm Group Inc | 股票-工業 | 0.33% | -0.01% | -55.77% | |
| 49 | SNOW | Snowflake Inc | 股票-科技 | 0.33% | +0.20% | -0.51% | |
| 50 | PLMR | Palomar Holdings Inc | 股票-金融 | 0.31% | -0.03% | -22.60% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HWM | Howmet Aerospace Inc | +0.7% | +1030.41% | 加碼 |
| 2 | ADI | Analog Devices Inc | +0.6% | +3043.67% | 加碼 |
| 3 | KLAC | Kla CORP | +0.5% | +6.43% | 加碼 |
| 4 | GEV | GE Vernova Inc | +0.4% | +1.12% | 加碼 |
| 5 | NVDA | Nvidia CORP | +0.3% | +0.54% | 加碼 |
| 6 | VRT | Vertiv Holdings Co-a | +0.3% | +0.16% | 加碼 |
| 7 | COST | Costco Wholesale CORP | +0.3% | +1.18% | 加碼 |
| 8 | VIAV | Viavi Solutions Inc | +0.3% | -10.22% | 減碼 |
| 9 | AAPL | Apple Inc | +0.3% | +0.70% | 加碼 |
| 10 | PWR | Quanta Services Inc | +0.3% | +0.66% | 加碼 |
| 11 | COHR | Coherent CORP | +0.2% | +5.31% | 加碼 |
| 12 | NFLX | Netflix Inc | +0.2% | +0.73% | 加碼 |
| 13 | BTSG | Brightspring Health Services | +0.2% | +2.89% | 加碼 |
| 14 | GBCI | Glacier Bancorp Inc | +0.1% | +106.68% | 加碼 |
| 15 | ECG | Everus Construction Group | +0.1% | +1.14% | 加碼 |
| 16 | DOCN | Digitalocean Holdings Inc | +0.1% | +7.42% | 加碼 |
| 17 | AAOI | Applied Optoelectronics Inc | +0.1% | -17.13% | 減碼 |
| 18 | NET | Cloudflare Inc - Class A | +0.1% | +0.50% | 加碼 |
| 19 | ECL | Ecolab Inc | +0.1% | +0.70% | 加碼 |
| 20 | OSIS | Osi Systems Inc | +0.1% | +38.94% | 加碼 |
| 21 | TTMI | Ttm Technologies | +0.1% | +0.92% | 加碼 |
| 22 | MTDR | Matador Resources Co | +0.1% | +17.71% | 加碼 |
| 23 | ✓ | +0.1% | +39.34% | 加碼 | |
| 24 | ABCB | Ameris Bancorp | +0.1% | +36.08% | 加碼 |
| 25 | RBC | RBC Bearings Inc | +0.1% | +1.44% | 加碼 |
| 26 | ENSG | Ensign Group Inc/the | +0.1% | +0.92% | 加碼 |
| 27 | MWA | Mueller Water Products Inc-a | +0.1% | +29.46% | 加碼 |
| 28 | PR | Permian Resources Corp-cl A | +0.1% | +1.81% | 加碼 |
| 29 | CLS | Celestica Inc | +0.1% | +3.19% | 加碼 |
| 30 | LMAT | Lemaitre Vascular Inc | +0.1% | +13.09% | 加碼 |
| 31 | PSMT | Pricesmart Inc | +0.1% | +1.36% | 加碼 |
| 32 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.09% | 加碼 |
| 33 | CWAN | Clearwater Analytics Holdings, Inc. | +0.1% | +44.23% | 加碼 |
| 34 | AIR | Aar CORP | +0.1% | +8.75% | 加碼 |
| 35 | RELY | Remitly Global Inc | +0.1% | +57.38% | 加碼 |
| 36 | FCFS | Firstcash Holdings Inc | +0.1% | +8.94% | 加碼 |
| 37 | GOLF | Acushnet Holdings CORP | +0.1% | +1.06% | 加碼 |
| 38 | ORLY | O'reilly Automotive Inc | +0.1% | -3.93% | 減碼 |
| 39 | UFPT | Ufp Technologies Inc | 0% | +51.41% | 加碼 |
| 40 | CRWV | Coreweave Inc-cl A | 0% | +7.33% | 加碼 |
| 41 | ROAD | Construction Partners Inc-a | 0% | +1.12% | 加碼 |
| 42 | AIT | Applied Industrial Tech Inc | 0% | +0.98% | 加碼 |
| 43 | SYK | Stryker CORP | 0% | +1.03% | 加碼 |
| 44 | AGIO | Agios Pharmaceuticals Inc | 0% | +24.30% | 加碼 |
| 45 | AXSM | Axsome Therapeutics Inc | 0% | +21.05% | 加碼 |
| 46 | MIRM | Mirum Pharmaceuticals Inc | 0% | +1.30% | 加碼 |
| 47 | BBIO | Bridgebio Pharma Inc | 0% | +12.76% | 加碼 |
| 48 | SMTC | Semtech CORP | 0% | +1.11% | 加碼 |
| 49 | CASY | Casey's General Stores Inc | 0% | — | 不變 |
| 50 | INSM | Insmed Inc | 0% | +16.15% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Oak Ridge Investments LLC 在 Q1 2026 季度的美股持倉總市值約為 US$17.7億，共申報了 181 個公開持股部位。
在 Q1 2026 季度，Oak Ridge Investments LLC 按市值排列的前三大核心持股分別為：NVDA (12.1%)、AAPL (10.0%)、MSFT (8.6%)。其中最大持股部位 NVDA 佔據整體投資組合約 12.1% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
AZN
市值: US$975.9萬
本季最大獲利了結 / 清倉標的
VRSK
前期市值: US$921.5萬
在 Q1 2026 季度中，Oak Ridge Investments LLC 共進行了 197 項持倉異動，包含新建倉 21 個部位、加碼 99 個部位、減碼 59 個部位以及清倉 18 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 VRSK。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。